XWL
XXI Wealth LLC Portfolio holdings
AUM
$165M
This Fund
S&P 500
1 Year Est. Return
–
AUM
$165M
AUM Growth
–
Holding
178
Top Buys
| 1 | +$11M | |
| 2 | +$7.91M | |
| 3 | +$5.98M | |
| 4 |
Amazon
AMZN
|
+$4.88M |
| 5 |
Blackstone
BX
|
+$4.66M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 28.23% |
| 2 | Financials | 17.77% |
| 3 | Healthcare | 14.37% |
| 4 | Consumer Discretionary | 9.5% |
| 5 | Communication Services | 7.45% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
176
KLA
KLAC
$197B
| $205K | 0.12% |
+169
|
|
||
177
Martin Marietta Materials
MLM
$42B
| $205K | 0.12% |
+329
|
|
||
|
CNH
178
CNH Industrial
CNH
$15.4B
| $156K | 0.09% |
+16,897
|
|